华体会

Steps to Preparing and Sending a Form

Take the following steps or watch the video below to start a form in DocuSign:

1. Log in to DocuSign
   • Log in to your and log in through MyCI using your 华体会 email address and password.
2. From your home page in DocuSign, click the 鈥淣ew鈥� button next to 鈥淪ign or Get Signatures鈥�
3. From the drop down menu, select 鈥淯se a Template鈥�
4. In the 鈥淪elect Template鈥� box that appears, click on 鈥淪hared with Me鈥� on the left hand side
5. Find your form from the list that appears, or enter keywords from the template title in the search box to locate the form template.
6. Click the button next to your form then click the 鈥淎dd Selected鈥� button below
7. Add recipients鈥� email addresses and names
   • In the Recipients section, you add the names and email addresses of the people who will have a part in completing, reviewing and/or signing the form.
   • In most cases, the form will require a 鈥淧reparer,鈥� which may be you if you will be completing the fields in the form. Make sure you add your own information where this is the case.
   • Each role required to review or sign your form has already been added. Some roles may have a placeholder for the recipient鈥檚 name and email address. You will need to complete the name and email address for those roles. Where a name and email address is already entered, do not change that information without first contacting the individual who is assigned.
   • Once you鈥檙e done adding the names and email addresses of recipients, you鈥檙e done with this section. The routing order of the form as well as the actions required of each 鈥渟igner鈥� have already been set. Time to move on to the Message section.
8. Email Message
   • In the Message section you set the email message that recipients of your form will see when they are notified they have a form for review.
   • All forms will have a standard e-mail subject and message already entered. You can change or add to the email subject and message as needed, but please be sure to keep the name of the form in the email subject.
   • If you need to add a note to a specific recipient, you may do so by:
     • Clicking on the box next to 鈥淐ustom email and language for each recipient鈥�
     • Find the name or names of the recipients to whom you鈥檇 like to send a specific message and add or change the language in the message under their name.
9. Note: Advanced Options are available, but are typically set to a standard setting based on the form you鈥檙e using. You can use the advanced options to:
   • Change the order in which the form is routed (some forms may not allow the recipient order to be changed);
   • Add another document to the envelope (for example, if you have a background document you鈥檇 like to send with the form for informational purposes);
   • Add recipients to the form (be aware that if you want to add signers to a form, you will also need to add a signature field for them in the template itself);
   • Change when the envelope will expire if not fully approved (most forms are set to expire if they鈥檙e not approved within 120 days);
   • Change how often recipients will receive reminders if they have not signed the document (most forms are set to send reminders to recipients if they have not signed a document within 5 days of receiving it).
   • These settings will not typically require changes, but if you have a specific need to change them, you can do so by clicking on the 鈥淎dvanced Edit鈥� option at the bottom of the page.
10. Send Form
    • Click 鈥淪end鈥� once you have completed the email message section and are ready to start filling out the form (or send it to the person you designated as the form preparer if it is someone other than yourself)
    • If you are the person who will initially be filling out the form (the Preparer), you will immediately have the chance to start filling out the form once you鈥檝e clicked 鈥淪end.鈥� If you are ready to start filling out the form, you will see the message, 鈥淒o you want to sign this document now?" Click 鈥淪ign Now鈥� to聽begin.
    • Follow the process below for 鈥淪igning a Form in DocuSign鈥� to complete the necessary fields.

Want more information about completing templates in DocuSign? Check out